01
One identity, three working contexts
Your Collty account can move between workspaces without creating separate identities. Each workspace changes the tools and decisions that are emphasized, while your professional profile remains the trusted human layer underneath.
Choose the workspace that matches what you are doing now. You can switch later without duplicating your core profile.
Project WorkspaceCreate and manage project delivery
Team StudioRun a delivery organization
Pro WorkspaceBuild your professional practice
02
Which workspace should I use?
| Workspace | Use it when | Primary tools |
|---|---|---|
| Client Office | You are assembling or hiring teams for your own work | AI team search, Teams Canvas, project oversight |
| Team Studio | You manage a delivery team, agency or partner operation | Team settings, staffing, margin and delivery |
| Pro Workspace | You work as a specialist and collaborate across projects | Professional portfolio, tasks, Signals and achievements |
03
Workspace changes your role in the workflow
| Workspace | You usually act as | Decisions you can own |
|---|---|---|
| Client Office | Client, project owner or internal-team owner | Choose internal or external delivery, select teams, approve partner-managed additions and review project outcomes |
| Team Studio | Partner, agency lead or managed-team owner | Create reusable teams, manage team settings, accept client work and coordinate delivery capacity |
| Pro Workspace | Individual specialist | Maintain your personal profile, accept direct participation, complete assigned work and contribute professional evidence |
04
Know what is shared and what belongs to one workspace
| Information | Shared across workspaces? | Example |
|---|---|---|
| Professional identity | Yes | Name, country, timezone, education, cases and personal expertise |
| Client profile | No, Client Office context | Client-side organization and operating details |
| Partner profile | No, Team Studio context | Company type, team size, delivery directions and commercial details |
| Teams | Permission-scoped | A private team appears only where the account has access |
| Projects | Participant-scoped | A project appears only to its authorized client, partner and specialists |
| Chats and files | Never public | Only authorized project or conversation participants can access them |
05
Examples
| What you want to do | Start here | Why |
|---|---|---|
| Create an internal initiative with your employees | Client Office | Build or select your internal team, then configure the project without forcing billing |
| Find an external marketing or product team | Client Office | Use AI team assembly or a saved external team, then review the project composition |
| Run a client project through your agency team | Team Studio | Use the managed team record, client relationship and partner-side delivery controls |
| Create a private internal project for your agency | Team Studio | Choose Internal project and use your own organization as the project relationship |
| Accept work and manage your assignments | Pro Workspace | Review invitations, confirmed projects, tasks and personal capacity |
| Publish useful knowledge or find collaborators | Signals | Signals uses your professional identity and is available from the shared navigation |
06
Your first visit
- 1Open any workspace
Collty checks whether your Professional Profile is ready.
- 2Complete the profile if prompted
The profile window remains available until the minimum required information is saved.
- 3Use the Help control
The cabinet guide adapts to whether you already have teams, projects and active delivery work.
07
Switch workspaces without changing the underlying records
- Opening another workspace does not duplicate your Professional Profile.
- A saved team remains owned by its real owner; switching workspace does not transfer ownership.
- The same project can appear differently because each role receives different actions and private information.
- A Client Office action cannot silently perform a Team Studio approval, and a specialist cannot use owner-only project controls.
- Return to the workspace that owns the decision when a status says Waiting client, Waiting partner or Waiting specialist.